1. Tech Planning Smack Down #14NTCsmack Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye

2. Some questions for you… What takes up your time day-to-day? What tasks do you end up spending your time on? What SHOULD you be spending more of your time on? If everything else went away, and time & money were not obstacles, what would you create/work on for your organization?

3. Source: https://www.stephencovey.com/about/about.php Step 1: Sort Homeruns from Sugar 1 43 2 Urgent Not Urgent Not Important Important

4. Step 2: Sort Homeruns from Bunts BIG Hits Quick Wins Leave for now Nice to have Implementation Complexity Degree of specialization # of processes, dependencies Cost & timeline Potential Benefit Strategic value/program impact Dollars saved/earned Increased services offered / clients served Risk decreased Adapted from TechBridge model

5. 5 Find a model to help you assess current state & to provide a common language to talk about tech. #NTCsmack @LindsayBealko @idealware @SteveHeye Tactical Strategic Missional

6. What Security & policies Infrastructure Core Technology Potential single points of failure Who Small team Tech staff or vendor When Best place to start Continual review During budgeting If a critical issue arises How Inventory Replacement plan Gap analysis Risk assessment Tactical #NTCsmack @LindsayBealko @idealware @SteveHeye

7. What People & Processes Software Data management Communication tools Who Leadership Cross functional team – key stakeholders Tech staff or vendor When Annual Around budgeting cycle Tied to org planning cycle How Build from existing goals/plans Stakeholder input Process mapping Governance team Strategic #NTCsmack @LindsayBealko @idealware @SteveHeye

9. Technologies at every level (Original) Functional and Secure Infrastructure Websites and Email Data Management Social Media Functional and Secure Infrastructure Specific Mission Based Software Packages Websites Constituent Management Email and Social Media Functional and Secure Infrastructure Specific Mission Based Software Packages Websites Constituent Management Email and Social Media

10. Strategic Planning: One Tactic Start with your org’s BHAGs for the next 1-3 years (from strategic plan, annual plan, etc.) Increase clients served / diversity of clients served, Improve financial stability, Enhance organization’s visibility, Form new partnerships… THEN and only then, consider: “How can technology play a role in helping us reach these goals?”

11. Financial Model FundEZ Contracts Position Verticals and Social Enterprise Salesforce for Social Ent. Studentforce Contribution Model Salesforce Websites Email Blast Volunteers Social Media Digital Authors

12. Enterprise Management Data Repository Manual Silo'd Internal Enterprise Software From Data Informed Automated Integrated Hosted Enterprise Software To Documents Manual Business Analysis From Living process Automated Business Analysis To Surface Information Base Metrics Data Solid Metrics Information Management From Deeper Dive Innovation & Intrpretation Information Data Informed Information Management To Tech Dependent Ad-Hoc Heavy Lifting Reporting From User Friendly Defined Flexible tools Reporting To Key Projects- In Progress: Implement new Student Management System Refine use of Salesforce for Donor, Hiring Partner and Volunteer management Establish Data Governance and Business Process Management Structures (multi-year) Key Projects- FY15: Operations Software for Social Enterprises Replace FundEZ – Contracts Software Volunteer Tracking Software

13. Mission Statement The Cara Program prepares and inspires motivated individuals to break the cycle of homelessness and poverty, transform their lives, strengthen our communities, and forge paths to real and lasting success. Technology Mission: Create & maintain an integrated technology platform to enable staff, strengthen organizational capacity and impact the mission of The Cara Program.

14. Mission Statement Feeding America is the nation's leading domestic hunger-relief charity. Our mission is to feed America's hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.

15. Review: Make it Happen TacticalStrategicMissional PlanningFocus on a solid foundation (network, hardware & software) for efficiency/stability Integrate tools, people and process to improve effectiveness, then expand to org goals Align technology and innovate to make an impact & add value ImplementingFocus on IT, stability & basic support Cross Departmental, build collaboration & skills Change program/ service delivery & organization culture BudgetingReplace & upgrade based on software/hardware inventory, services & support, build IT skills Include process improvement, training and support Allow for experimentation, innovation and technology fund Tactical Strategic & tactical 15 #NTCsmack @LindsayBealko @idealware @SteveHeye

16. 16 Find a model to help you assess current state & to provide a common language to talk about tech. #NTCsmack @LindsayBealko @idealware @SteveHeye Tactical Strategic Missional

17. What did you think? Evaluate this session! Or, search by session title or code (2119) at: www.nten.org/ntc/eval www.nten.org/ntc/eval When you evaluate a session, you will be entered to win a prize! Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye